Producer Management Overview

Producer management refers to a set of features within Socotra designed to support producers such as agents and brokers.

Topics

• Producers - Individuals or organizations authorized to conduct business on behalf of an insurance company or potential client, such as agents and brokers

• Licenses - Authorize producers to conduct business in relation to specific products and jurisdictions

• Appointments - Authorize producers to conduct business in relation to a limited set of products and jurisdictions, even if a producer is licensed to conduct business in relation to additional products and jurisdictions